← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	Cetera Advisors Denver, Colorado	$7.03M	+$1.14M	1	0.16%	Increased
327	Polar Asset Management Partners Toronto, Ontario, Canada	$6.99M	-$3.47M	1	0.08%	Reduced
328	USS Investment Management London, United Kingdom	$6.97M	-$846K	1	0.07%	Reduced
329	F.L. Putnam Investment Management Lynnfield, Massachusetts	$6.9M	-$243K	1	0.25%	Reduced
330	WTFG Wells Trecaso Financial Group Akron, Ohio	$6.86M	-$50.1K	1	3.55%	Reduced
331	VDBMI Van Den Berg Management I Austin, Texas	$6.83M	+$1.6M	1	1.82%	Increased
332	RNC Capital Management Los Angeles, California	$6.82M	-$1.1M	2	0.39%	Reduced
333	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$6.79M	+$238K	2	0.35%	Increased
334	Becker Capital Management Portland, Oregon	$6.74M	+$1.68M	1	0.32%	Increased
335	National Bank of Canada Montreal, Quebec, Canada	$6.74M	+$4.98M	3	0.03%	Increased
336	AF Alerus Financial Grand Forks, North Dakota	$6.74M	-$2.92M	1	0.62%	Reduced
337	FAB First American Bank Dundee, Illinois	$6.72M	-$234K	1	0.68%	Reduced
338	Conning Inc Hartford, Connecticut	$6.7M	+$317K	1	0.2%	Increased
339	Connectus Wealth Cincinnati, Ohio	$6.66M	+$979	1	0.15%	Increased
340	Daiwa Securities Group Tokyo, Japan	$6.64M	-$186K	1	0.05%	Reduced
341	MP McDonald Partners Cleveland, Ohio	$6.57M	+$140K	2	1.68%	Increased
342	Engineers Gate Manager New York	$6.55M	+$6.46M	6	0.24%	Increased
343	USAA United Services Automobile Association San Antonio, Texas	$6.51M	+$7.21M	2	0.17%	New
344	FNT First Nebraska Trust Lincoln, Nebraska	$6.45M	+$795K	1	0.85%	Increased
345	AAM Azzad Asset Management Falls Church, Virginia	$6.39M	+$3.87M	2	0.63%	Increased
346	Ethic Inc New York	$6.37M	+$374K	3	0.44%	Increased
347	Smith Salley Wealth Management Greensboro, North Carolina	$6.35M	+$251K	2	0.55%	Increased
348	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.34M	-$157K	1	0.73%	Reduced
349	Wilmington Savings Fund Society Wilmington, Delaware	$6.28M	-$121K	1	0.29%	Reduced
350	CSC Cove Street Capital El Segundo, California	$6.26M	-$1.4M	1	1.58%	Reduced